SEC EDGAR Form 13F
Trian Fund Management
Trian Fund Management is a highly engaged public-equity manager associated with Nelson Peltz that targets high-quality companies with untapped potential and works with management and boards.
Latest Form 13F: 8 long U.S. equity positions, $4.2B reported value for the period ended Jun 30, 2026, led by GE Aerospace, Janus Henderson Group plc, and Solventum Corporation.
CIK: 1345471 · Filed: Aug 12, 2026 · Period: Jun 30, 2026
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →Top reported holdings
Showing the top 8 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-12.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | GE | GE Aerospace | 4.0M | $1.5B | 35.61% | +0.0% |
| 2 | JHG | Janus Henderson Group plc | 25.7M | $1.3B | 31.53% | -19.5% |
| 3 | SOLV | Solventum Corporation | 8.2M | $635M | 15.02% | +0.0% |
| 4 | FERGXXXX | Ferguson Plc New | 1.1M | $258M | 6.09% | +0.0% |
| 5 | WEN | Wendys Co. | 30.5M | $253M | 5.97% | +0.1% |
| 6 | GEHC | GE HealthCare Technologies Inc. | 3.1M | $197M | 4.67% | +76194.4% |
| 7 | IVZ | Invesco Ltd. | 1.6M | $43M | 1.01% | -45.3% |
| 8 | MICC | Magnum Ice Cream Co NV | 241.0K | $4M | 0.10% | +0.0% |